Document review is a crucial phase in any drafting or collaboration process. To have complete confidence in the integrity and accuracy of our content, we need to ensure to identify any and all differences between versions. The editorial process begins with regression and the final product indicates progress. A document must be read, re-read and reviewed before it can be released. If it’s been released without the application of a document comparison tool, it’s highly unlikely the editor(s) picked up on every inaccuracy or version change; not to mention missed embedded objects and unchecked metadata threaten document integrity and your reputation.
Okay, the document has been reviewed and approved by each contributor, and distributed. Are you certain the document you’ve sent is the right version? Does the content accurately reflect your message? What about grammatical inaccuracies? Oh, did you compare the embedded objects or sensitive metadata otherwise not meant for the recipient?
Embedded objects are problematic because they are very visible but many tools ignore them. Metadata is a problem because it is everywhere and leaves a trail of breadcrumbs about what you did, when and how.
Next time you send a client a report or business proposal, check whether the embedded objects in the document are acting as you expect. Better yet, try applying Change-Pro® or CitationWare® next time you create a document, and Metadact® before you send it.
Change-Pro® allows the user to create, collaborate, and compare a document all within the application. Change-Pro® is the only product that allows users to share comparisons with anyone; no special software is needed to open a Change-Pro® comparison. This helps eliminate document version proliferation. Change-Pro® is the only comparison solution available anywhere that compares all Microsoft® Office file types natively, and PDFs, images, and embedded objects like Excel spreadsheets inside Word documents.
If you’re an attorney, paralegal, or legal support staff it’s likely you have written, complied, and/or created a TOA. It is possible to compile this list by hand but it takes an inordinate amount of time and the list can change (with the page numbers) throughout the brief drafting process. CitationWare® is a one-click tool to generate an accurate, comprehensive Table of Authorities (TOA).
Metadact® cleans metadata from any document, seamlessly. It tracks where and when metadata originated deliver a risk analysis report accessible by the user anywhere, on any device. Think of Metadact® as a silent protector, ensuring both your document and reputation are always secure.
There are many benefits of technology assisted review; together, Change-Pro®, CitationWare® and Metadact® will give you the best document reviews, every time.
By: Josh Davis